PRINCIPAL FINANCIAL GROUP INC

Position in BEN — Franklin Resources Inc

CIK 1126328 DES MOINES, IA

Back to BEN Full portfolio

Position in BEN

as of Jun 30, 2026 · filed Aug 4, 2026 Compact

Position Value

$11,115,539

+$3,052,050 QoQ

Shares Held

334,101

-2.1% QoQ

Ownership

0.066%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#83

of 662 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Common Shares in BEN Over Time

Shares Held

Position Value (USD)

Position in Asset Management

Financial Services · as of Jun 30, 2026

PRINCIPAL FINANCIAL GROUP INC holds $6,431,474,735 across 34 Asset Management names. BEN ranks #27 (0.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	BN	BROOKFIELD Corp /ON/	55,057,354	$2,344,892,705
2	KKR	KKR & Co. Inc.	19,677,109	$1,805,965,062
3	BAM	Brookfield Asset Management Ltd.	13,551,754	$607,796,165
4	ARES	Ares Management Corp	4,040,482	$449,746,049
5	BLK	BlackRock, Inc.	307,521	$295,699,892
6	AMP	Ameriprise Financial Inc	246,083	$112,893,036
7	BX	Blackstone Inc.	883,125	$103,917,318
8	EQH	Equitable Holdings, Inc.	2,003,499	$87,913,535

All Filings in BEN

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26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$11,115,539	334,101	-2.1%	Shares	Defined	2026-08-04
2026-03-31	$8,063,489	341,384	-2.6%	Shares	Defined	2026-05-04
2025-12-31	$8,374,472	350,543	-9.8%	Shares	Defined	2026-02-02
2025-09-30	$8,988,456	388,606	-6.5%	Shares	Defined	2025-11-04
2025-06-30	$9,916,853	415,801	-10.4%	Shares	Defined	2025-08-08
2025-03-31	$8,936,581	464,238	+22.5%	Shares	Defined	2025-04-28
2024-12-31	$7,686,480	378,831	-0.6%	Shares	Defined	2025-01-31
2024-09-30	$7,681,018	381,192	+9.3%	Shares	Defined	2024-10-31
2024-06-30	$7,793,489	348,702	-2.2%	Shares	Defined	2024-07-29
2024-03-31	$10,025,937	356,668	+7.6%	Shares	Defined	2024-04-29
2023-12-31	$9,874,341	331,465	-2.9%	Shares	Defined	2024-02-07
2023-09-30	$8,390,948	341,373	-2.0%	Shares	Defined	2023-11-02
2023-06-30	$9,299,646	348,171	-4.1%	Shares	Defined	2023-08-07
2023-03-31	$9,781,185	363,073	-0.5%	Shares	Defined	2023-05-09
2022-12-31	$9,625,744	364,888	-7.6%	Shares	Defined	2023-02-09
2022-09-30	$8,496,246	394,807	-11.6%	Shares	Defined	2022-11-09
2022-06-30	$10,408,123	446,509	+27.9%	Shares	Defined	2022-08-10
2022-03-31	$9,749,020	349,177	+1.4%	Shares	Defined	2022-05-09
2021-12-31	$11,537,036	344,492	-4.0%	Shares	Defined	2022-02-09
2021-09-30	$10,665,110	358,853	+2.1%	Shares	Defined	2021-11-09
2021-06-30	$11,241,701	351,413	+2.8%	Shares	Defined	2021-08-10
2021-03-31	$10,115,119	341,727	-4.0%	Shares	Defined	2021-05-10
2020-12-31	$8,899,338	356,116	-5.5%	Shares	Defined	2021-02-23
2020-09-30	$7,665,803	376,698	-12.9%	Shares	Defined	2020-11-06
2020-06-30	$9,066,693	432,365	+6.7%	Shares	Defined	2020-08-05
2020-03-31	$6,765,057	405,336	—	Shares	Defined	2020-05-12
No filing history on record for this holder in this stock.